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CIK: 0001557485
Total reported value
$5.2B
$5.2B
193 檔
7.0%
During the Q3 2024 filing period, Bluespring Wealth Management, LLC (CIK: 0001557485) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.2B across 193 reported positions.
Bluespring Wealth Management, LLC executed strategic sector rebalancing during Q3 2024, establishing 11 new positions while fully exiting 5 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.89% | -8.48% | +1.36% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.93% | -5.19% | +2.48% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.23% | -6.29% | EXIT | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.35% | -3.43% | +6.18% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.02% | -2.49% | -2.77% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 4.48% | -3.96% | +16.33% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.03% | -2.28% | -3.27% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.49% | +1.63% | -2.99% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.28% | — | -0.46% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 3.28% | -1.71% | -0.16% | |
| 11 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.98% | -1.93% | +3.96% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.86% | -1.49% | +0.98% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.63% | -1.91% | -2.93% | |
| 14 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.47% | -2.22% | +6804.85% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 2.43% | -1.82% | -17.12% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.16% | -0.77% | -28.78% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.11% | -1.50% | +6.55% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.64% | — | +17.06% | |
| 19 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.38% | — | -29.86% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.37% | -0.66% | -3.12% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.94% | -0.46% | -4.46% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | +0.51% | -0.83% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.87% | -0.20% | -9.47% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.63% | -0.27% | +0.36% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.59% | -0.31% | -2.05% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.59% | -0.03% | -1.14% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.56% | -0.31% | -7.20% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.53% | -0.27% | -7.21% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | +0.34% | +1.33% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.46% | -0.15% | -0.36% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +3.74% | -4.86% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.45% | -0.02% | -3.56% | |
| 33 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.45% | -0.03% | EXIT | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.44% | -0.19% | -4.41% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.39% | -0.21% | -8.54% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.36% | -0.20% | -6.72% | |
| 37 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.35% | -1.59% | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.34% | -0.13% | -2.78% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +1.70% | +12.06% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.32% | -0.11% | -2.34% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.17% | -2.52% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | +0.07% | -2.37% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.27% | -0.16% | -1.25% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.28% | -0.62% | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.25% | -0.17% | -1.76% | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.24% | -0.18% | +2.13% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.24% | -0.11% | -10.59% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.23% | -0.09% | -1.42% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.07% | -1.10% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | +0.35% | -1.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCR | Invesco Bulletshares 2027 Cb | +2.4% | +6804.85% | Add |
| 2 | OEF | Ishares S&p 100 ETF | +0.5% | +16.33% | Add |
| 3 | DFCF | Dimensional Core Fixed Inc | +0.4% | NEW | New buy |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | +0.3% | +6.18% | Add |
| 5 | FIXD | First Trust Smith Opportunis | +0.2% | +17.06% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.1% | +6.55% | Add |
| 7 | SCHF | Schwab Intl Equity ETF | +0.1% | +2.48% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.98% | Add |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.1% | -2.93% | Trim |
| 10 | MMM | 3m Co | +0.1% | -1.25% | Trim |
| 11 | TSLA | Tesla Inc | 0% | -1.19% | Trim |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.33% | Add |
| 13 | VTV | Vanguard Value ETF | 0% | NEW | New buy |
| 14 | SBUX | Starbucks CORP | 0% | NEW | New buy |
| 15 | GIS | General Mills Inc | 0% | NEW | New buy |
| 16 | NKE | Nike Inc -cl B | 0% | NEW | New buy |
| 17 | NEE | Nextera Energy Inc | 0% | NEW | New buy |
| 18 | IWD | Ishares Russell 1000 Value E | 0% | NEW | New buy |
| 19 | BMY | Bristol-myers Squibb Co | 0% | NEW | New buy |
| 20 | PAYX | Paychex Inc | 0% | NEW | New buy |
| 21 | PODD | Insulet CORP | 0% | NEW | New buy |
| 22 | MKL | Markel Group Inc | 0% | NEW | New buy |
| 23 | AAPL | Apple Inc | 0% | -2.99% | Trim |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -0.36% | Trim |
| 25 | META | Meta Platforms Inc-class A | 0% | -2.37% | Trim |
| 26 | BNY | Bank Of New York Mellon CORP | 0% | -4.51% | Trim |
| 27 | AMZN | Amazon.com Inc | — | +12.06% | Add |
| 28 | DFSV | Dimensional US Small Cap Val | — | +2.13% | Add |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +3.14% | Add |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +0.36% | Add |
| 31 | VB | Vanguard Small-cap ETF | 0% | EXIT | Sold out |
| 32 | NOG | Northern Oil And Gas Inc | 0% | EXIT | Sold out |
| 33 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | +3.96% | Add |
| 34 | CVX | Chevron CORP | 0% | EXIT | Sold out |
| 35 | MU | Micron Technology Inc | 0% | EXIT | Sold out |
| 36 | INTC | Intel CORP | 0% | EXIT | Sold out |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | -1.13% | Trim |
| 38 | GOOG | Alphabet Inc-cl C | 0% | -1.10% | Trim |
| 39 | QCOM | Qualcomm Inc | 0% | +0.74% | Add |
| 40 | EFA | Ishares Msci Eafe ETF | -0.1% | -3.12% | Trim |
| 41 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +1.36% | Add |
| 42 | MSFT | Microsoft CORP | -0.1% | -0.83% | Trim |
| 43 | VUG | Vanguard Growth ETF | -0.1% | -9.47% | Trim |
| 44 | MUB | Ishares National Muni Bond E | -0.2% | -0.16% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -3.27% | Trim |
| 46 | SCHB | Schwab US Broad Market ETF | -0.2% | -2.77% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -55.53% | Trim |
| 48 | BND | Vanguard Total Bond Market | -0.6% | -17.12% | Trim |
| 49 | BSCO | Invesco Bulletshares 2024 Cb | -0.7% | -29.86% | Trim |
| 50 | SCHX | Schwab US Large-cap ETF | -0.9% | -28.78% | Trim |
According to official SEC Form 13F filings, Bluespring Wealth Management, LLC reported a total U.S. public equity portfolio value of $5.2B across 193 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHF, IEI) accounted for 7.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
DFCF
市值: $3.5M
Top Position Liquidated / Trimmed
CVX
前期市值: $259.8K
During Q3 2024, Bluespring Wealth Management, LLC's top holdings by market value included QUAL (12.9%)、SCHF (6.9%)、IEI (6.2%). The largest single position, QUAL, represented 12.9% of total portfolio value.
In Q3 2024, Bluespring Wealth Management, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 15 positions, trimming 19 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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